We Want to Invest Our Resources In You

At Broker Dealer Financial Services Corp. (BDFS) and Investment Advisors Corp. (IAC), we are fully committed to supporting our advisors through training and educational opportunities. Take advantage of BDFS / IAC robust training offerings to maximize your long-term success. With advisor- and staff-centric training, our goal is to get you back to business as usual as quickly as possible.

One-on-One Training
Our advisors can depend on us to provide one-on-one training that is customized to meet their individual needs. New advisors receive personalized training on programs and systems. Additional training is available from the custodian or manager that our advisory representatives choose to utilize. Our home office team has extensive experience with these firms and is available to help advisors quickly learn the new systems and procedures.

Online Training
Online training modules are available through our relationships with First Clearing, Schwab, Fidelity and TD Ameritrade. Training modules cover a wide variety of topics and are specifically tailored to the needs of both new and established advisory representatives. Online training for staff is also available.

BDFS / IAC Annual Conference
The Annual Conference takes place each summer and features dynamic keynote speakers, informative breakout sessions and continuing education seminars. The conference also provides valuable networking opportunities and a forum for our advisors to exchange ideas.

Prairie Meadows Race Track & Casino, Altoona, IA

Refresh - Inspire - Emerge

Please contact us to learn more at (844) 468-5800 or join us. We welcome you to continue exploring the benefits of being affiliated with Broker Dealer Financial Services Corp. and Investment Advisors Corp.

We are committed to providing our financial advisors with an exceptional partnership to ensure they have the support and resources needed to assist their clients in achieving their financial goals.